Matter Management is the electronic file (Case management without the straight jacket). Fee earners whose work does not lend itself to “Case Management” i.e. pre-determined workflows and diary actions can also benefit from the electronic file organisation, email management and fast document production, all are matter centric.
Those users who wish to operate a pre-determined process simply add the Workflow Module to Matter Management. (Matter Management together with Workflow replaces the old Norwel Case Management module).
Some benefits of using Matter Management and Workflow are:
- Drag & drop incoming Emails, Documents, Images, Web pages into current matter or matter listing (eliminates current Save to Norwel function).
- Standard email, Letter and Document Production with automatic completion of all Client, Matter and Case information.
- Document and email Version Control.
- Check-In Check-Out Document Locking.
- Free Text Searching.
- Document Pre-Viewer supporting all leading document formats.
- Free-text Notes can be recorded against individual document entries.
- Document-type / Notes icons for visual reference.
- New Mini ‘To Do’ list (within progress screen allows direct action of steps by matter).
- Auto Time recording against steps.
Fig.1. Recording time on a workflow step - Click To Enlarge
For more information visit the Matter Management or Workflow page.
Prescient Knowing or anticipating the outcome of events before they happen…
